Passa al contenuto
È necessario essere registrati per interagire con la community.
Tutti gli articoli Persone Badge
Etichette (Mostra tutto)
odoo accounting v14 pos v15
Sul forum
La domanda è stata contrassegnata
one2manyone2manyfieldv18CommunityEdition
2 Risposte
2509 Visualizzazioni
Avatar
SDSD, Shreya Doodipala

In my custom (inherited) crm.lead model, I have the following one2many field for secondary sales people:

sales_secondary_ids = fields.One2many('custom.crm.sales.secondary', 'lead_id', string='Secondary Salespeople', index=True, tracking=True)

The custom.crm.sales.secondary model has the following fields:

lead_id = fields.Many2one('crm.lead', string='Opportunity', ondelete='cascade')
user_id = fields.Many2one('res.users', string='Salesperson', required=True, check_company=True, tracking=True, domain=lambda self: self._get_sales_users_domain())
team_id = fields.Many2one('crm.team', string='Sales Team', check_company=True, tracking=True, related='user_id.sale_team_id', ondelete="set null", readonly=True, store=True)
team_leader_id = fields.Many2one('res.users', string='Team Leader', related='team_id.user_id', store=True, readonly=True)

currency_id = fields.Many2one('res.currency', string='Currency', readonly=True, required=True, default=lambda self: self.env.company.currency_id)
deal_share = fields.Monetary('Share of Deal', currency_field='currency_id', tracking=True)

among other fields and functions.


How do I copy the one2many fields' information from crm.lead to another model for further operations and views? I want to auto update this model whenever a new lead is created or updated in crm.lead using

def _update_master_view(self):
        for lead in self:
            extension = self.env['custom.crm.lead.view'].search([('lead_id', '=', lead.id)], limit=1)
            if extension:
                # Update existing record (if you want to sync additional data, you can add it here)
                extension.write({})
            else:
                # Create new extension record
                self.env['custom.crm.lead.view'].create({
                    'lead_id': lead.id,
                    extension.write({})
                })

in the create and write methods.


I  can't create a one2many field in the custom.crm.lead.view model as it requires the custom.crm.sales.secondary to have a many2one relation on this model.


Odoo v18 Community Edition

Avatar
Abbandona
Avatar
MGtech, Moaaz Gafar
Risposta migliore

Hi 

Store Secondary Sales Data Directly 

Instead of trying to replicate the one2many relationship, store the secondary sales data as computed/stored fields or JSON in your custom.crm.lead.view model:

class CustomCrmLeadView(models.Model):
    _name = 'custom.crm.lead.view'
    _description = 'CRM Lead View Extension'
    
    lead_id = fields.Many2one('crm.lead', string='Lead', required=True, ondelete='cascade')
    
    # Store secondary sales data as JSON or separate fields
    secondary_sales_data = fields.Text('Secondary Sales Data', help='JSON data of secondary salespeople')
    secondary_sales_count = fields.Integer('Secondary Sales Count', compute='_compute_secondary_sales', store=True)
    secondary_sales_names = fields.Char('Secondary Salespeople Names', compute='_compute_secondary_sales', store=True)
    total_deal_share = fields.Float('Total Deal Share', compute='_compute_secondary_sales', store=True)
    
    @api.depends('lead_id.sales_secondary_ids')
    def _compute_secondary_sales(self):
        for record in self:
            if record.lead_id and record.lead_id.sales_secondary_ids:
                secondary_data = []
                names = []
                total_share = 0
                
                for secondary in record.lead_id.sales_secondary_ids:
                    data = {
                        'user_id': secondary.user_id.id,
                        'user_name': secondary.user_id.name,
                        'team_id': secondary.team_id.id if secondary.team_id else False,
                        'team_name': secondary.team_id.name if secondary.team_id else '',
                        'deal_share': secondary.deal_share,
                    }
                    secondary_data.append(data)
                    names.append(secondary.user_id.name)
                    total_share += secondary.deal_share or 0
                
                record.secondary_sales_data = json.dumps(secondary_data)
                record.secondary_sales_count = len(secondary_data)
                record.secondary_sales_names = ', '.join(names)
                record.total_deal_share = total_share
            else:
                record.secondary_sales_data = '[]'
                record.secondary_sales_count = 0
                record.secondary_sales_names = ''
                record.total_deal_share = 0

Best regards, 

E: m.gafar2024@gmail.com

Avatar
Abbandona
Avatar
D Enterprise
Risposta migliore

Hii,

Define a mirror model:
class CustomCrmLeadSecondaryView(models.Model):

    _name = 'custom.crm.secondary.view'

    _description = 'Synced Secondary Sales Data for Leads'


    lead_id = fields.Many2one('crm.lead', string='Lead', ondelete='cascade')

    view_id = fields.Many2one('custom.crm.lead.view', string='Master View', ondelete='cascade')


    user_id = fields.Many2one('res.users', string='Salesperson')

    team_id = fields.Many2one('crm.team', string='Sales Team')

    team_leader_id = fields.Many2one('res.users', string='Team Leader')

    deal_share = fields.Monetary('Share of Deal', currency_field='currency_id')

    currency_id = fields.Many2one('res.currency', string='Currency')


Update _update_master_view to also sync the secondary salespeople

Inherit crm.lead, and update create and write:
class CrmLead(models.Model):

    _inherit = 'crm.lead'


    def _update_master_view(self):

        for lead in self:

            extension = self.env['custom.crm.lead.view'].search([('lead_id', '=', secondary.currency_id.id,

                })


    @api.model

    def create(self, vals):

        lead = super().create(vals)

        lead._update_master_view()

        return lead


    def write(self, vals):

        result = super().write(vals)

        self._update_master_view()

        return result

In custom.crm.lead.view, add a One2many to show them
class CustomCrmLeadView(models.Model):

    _name = 'custom.crm.lead.view'


    lead_id = fields.Many2one('crm.lead', string='Lead')

    secondary_sales_view_ids = fields.One2many('custom.crm.secondary.view', 'view_id', string='Secondary Sales')


Avatar
Abbandona
Post correlati Risposte Visualizzazioni Attività
Custom functionality with One2many field
one2many one2many_list v18 CommunityEdition
Avatar
Avatar
1
mag 25
3121
Modify Pivot View
Pivot v18 CommunityEdition
Avatar
Avatar
1
giu 25
3609
Unable to send email notifications through write
notifications v18 CommunityEdition
Avatar
Avatar
1
giu 25
3449
Hide Records based on user group only in a particular view
views record_rule v18 CommunityEdition
Avatar
Avatar
Avatar
2
set 25
2683
Unable to pass context to an action
context server_action v18 CommunityEdition
Avatar
Avatar
1
lug 25
3184